Principal Financial Group Portfolio holdings
Principal Financial Group, founded in 1879 as the Bankers Life Association by Edward Temple and headquartered in Des Moines, Iowa, is a global financial services firm specializing in retirement solutions, insurance, and asset management, overseeing more than $709 billion in assets under management as of late 2024. Serving over 62 million customers across individuals, businesses, and institutions, Principal offers 401(k) plans, group insurance (life, disability, dental), annuities, and investment products through its Principal Global Investors arm, with a strong focus on U.S. and international markets like Asia and Latin America. Known for its stability and customer-centric approach, the publicly traded company (NASDAQ: PFG) under CEO Dan Houston has expanded through acquisitions like Wells Fargo’s retirement business in 2019, emphasizing long-term financial security. With a workforce of over 19,000 and a legacy of resilience, Principal remains a trusted name in retirement and wealth management.
Top Buys
| 1 |
Microsoft
MSFT
|
+$146M |
| 2 |
American International
AIG
|
+$104M |
| 3 |
Ross Stores
ROST
|
+$103M |
| 4 |
Bank of America
BAC
|
+$103M |
| 5 |
Tyson Foods
TSN
|
+$90.6M |
Top Sells
| 1 |
Liberty Media Series A
FWONA
|
+$196M |
| 2 |
MCRS
MICROS SYSTEMS INC
MCRS
|
+$131M |
| 3 |
Fidelity National Financial
FNF
|
+$130M |
| 4 |
Walmart
WMT
|
+$71.1M |
| 5 |
Williams Companies
WMB
|
+$71.1M |
Sector Composition
| 1 | Financials | 15.74% |
| 2 | Real Estate | 12.9% |
| 3 | Technology | 11.93% |
| 4 | Healthcare | 10.85% |
| 5 | Industrials | 9.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
676
MarketAxess Holdings
MKTX
$6.9B
| $14.4M | 0.02% |
232,642
-3,976
| -2% | -$246K |
|
677
Entegris
ENTG
$12B
| $14.4M | 0.02% |
1,250,986
-508,520
| -29% | -$5.85M |
|
678
Penske Automotive Group
PAG
$12.2B
| $14.4M | 0.02% |
354,358
+18,146
| +5% | +$737K |
|
|
AXE
679
DELISTED
Anixter International Inc
AXE
| $14.4M | 0.02% |
169,440
+512
| +0.3% | +$43.4K |
|
680
TripAdvisor
TRIP
$2.06B
| $14.4M | 0.02% |
157,037
-958
| -0.6% | -$87.6K |
|
681
Ralph Lauren
RL
$18.9B
| $14.3M | 0.02% |
86,702
+15,476
| +22% | +$2.55M |
|
682
Deckers Outdoor
DECK
$16.9B
| $14.3M | 0.02% |
880,956
+32,886
| +4% | +$533K |
|
683
United Rentals
URI
$60.8B
| $14.3M | 0.02% |
128,386
-135,458
| -51% | -$15M |
|
|
BIG
684
DELISTED
Big Lots, Inc.
BIG
| $14.3M | 0.02% |
331,183
+95,846
| +41% | +$4.13M |
|
685
ArcBest
ARCB
$1.61B
| $14.2M | 0.02% |
380,370
+78,103
| +26% | +$2.91M |
|
686
EastGroup Properties
EGP
$8.72B
| $14.2M | 0.02% |
234,180
+4,834
| +2% | +$293K |
|
|
RHT
687
DELISTED
Red Hat Inc
RHT
| $14.2M | 0.02% |
252,322
+29,082
| +13% | +$1.63M |
|
688
MDU Resources
MDU
$3.36B
| $14.2M | 0.02% |
1,339,698
-2,144,905
| -62% | -$22.7M |
|
|
SRCL
689
DELISTED
Stericycle Inc
SRCL
| $14.2M | 0.02% |
121,536
+141
| +0.1% | +$16.4K |
|
690
C.H. Robinson
CHRW
$15.1B
| $14.2M | 0.02% |
213,447
+39,883
| +23% | +$2.65M |
|
|
JWN
691
DELISTED
Nordstrom
JWN
| $14.1M | 0.02% |
206,221
+4,357
| +2% | +$298K |
|
692
Alerian MLP ETF
AMLP
$10.5B
| $14.1M | 0.02% |
146,932
+19,125
| +15% | +$1.83M |
|
693
LXP Industrial Trust
LXP
$2.67B
| $14M | 0.02% |
1,430,520
+37,124
| +3% | +$363K |
|
694
Flowserve
FLS
$7.35B
| $14M | 0.02% |
198,319
-3,613
| -2% | -$255K |
|
|
EGN
695
DELISTED
Energen
EGN
| $14M | 0.02% |
193,380
+9,982
| +5% | +$721K |
|
696
Carlisle Companies
CSL
$16.2B
| $14M | 0.02% |
173,688
+7,952
| +5% | +$639K |
|
|
SPN
697
DELISTED
Superior Energy Services, Inc.
SPN
| $13.9M | 0.02% |
422,591
+15,328
| +4% | +$504K |
|
698
B&G Foods
BGS
$368M
| $13.9M | 0.02% |
502,858
+17,472
| +4% | +$481K |
|
699
Hain Celestial
HAIN
$176M
| $13.8M | 0.02% |
268,744
-7,136
| -3% | -$365K |
|
|
KOG
700
DELISTED
KODIAK OIL & GAS CORP
KOG
| $13.7M | 0.02% |
1,007,214
-503,713
| -33% | -$6.84M |
|